Invite and manage members

Invite each colleague with an individual address and promptly remove access that is no longer needed.

Updated

In short

Members access the organization through a verified personal identity. In Settings and Members, invite the exact work address and follow its state. An existing active user joins quickly; a new user must verify email before membership appears. Remove a member as soon as they should no longer see accounts, tasks, or communications.

Expected result

The list matches authorized people and every pending invitation serves a current need.

Before you start

  • Confirm the address and access need with the person.
  • Never share one mailbox among several Billabex users.

Procedure

  1. Open Settings > Members and review existing members and invitations.
  2. Enter the new member’s exact work address and send the invitation.
  3. Ask them to open it with the same address and verify their email.
  4. Refresh after a short delay to confirm they appear as a member.
  5. Cancel obsolete invitations and remove members who no longer need access.

What Billabex does

Membership belongs to the organization and is finalized after user verification. An asynchronous update can create a brief delay after activation.

If the result is not what you expected

  • For an invitation sent to the wrong address, cancel it and create another.
  • A link opened under another session requires switching users before continuing.
  • After someone leaves, also review external connections or consents they administered.

Billabex team · Verified against the product on